The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   5,504,880 10,796 SH   SOLE   0 0 10,796
AMAZON COM INC COM 023135106   6,324,220 49,750 SH   SOLE   0 0 49,750
APPLE INC COM 037833100   7,139,457 41,700 SH   SOLE   0 0 41,700
APPLIED MATLS INC COM 038222105   5,223,857 37,731 SH   SOLE   0 0 37,731
APTIV PLC SHS G6095L109   5,081,230 51,539 SH   SOLE   0 0 51,539
AVERY DENNISON CORP COM 053611109   5,555,908 30,415 SH   SOLE   0 0 30,415
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   6,540,338 36,528 SH   SOLE   0 0 36,528
CAPITAL ONE FINL CORP COM 14040H105   4,880,839 50,292 SH   SOLE   0 0 50,292
CINTAS CORP COM 172908105   5,493,615 11,421 SH   SOLE   0 0 11,421
DANAHER CORPORATION COM 235851102   4,998,719 20,148 SH   SOLE   0 0 20,148
DOW INC COM 260557103   4,191,776 81,299 SH   SOLE   0 0 81,299
FISERV INC COM 337738108   5,394,518 47,756 SH   SOLE   0 0 47,756
FORTINET INC COM 34959E109   6,301,528 107,388 SH   SOLE   0 0 107,388
FORTIVE CORP COM 34959J108   5,219,010 70,375 SH   SOLE   0 0 70,375
HOME DEPOT INC COM 437076102   5,016,762 16,603 SH   SOLE   0 0 16,603
HONEYWELL INTL INC COM 438516106   5,247,540 28,405 SH   SOLE   0 0 28,405
JPMORGAN CHASE & CO COM 46625H100   4,840,333 33,377 SH   SOLE   0 0 33,377
KROGER CO COM 501044101   4,678,792 104,554 SH   SOLE   0 0 104,554
MARRIOTT INTL INC NEW CL A 571903202   451,302 2,296 SH   SOLE   0 0 2,296
MICROSOFT CORP COM 594918104   5,944,625 18,827 SH   SOLE   0 0 18,827
NVIDIA CORPORATION COM 67066G104   1,269,301 2,918 SH   SOLE   0 0 2,918
PAYCHEX INC COM 704326107   5,783,800 50,150 SH   SOLE   0 0 50,150
RAYMOND JAMES FINL INC COM 754730109   6,292,442 62,655 SH   SOLE   0 0 62,655
STARBUCKS CORP COM 855244109   4,066,261 44,552 SH   SOLE   0 0 44,552
STERICYCLE INC COM 858912108   385,758 8,628 SH   SOLE   0 0 8,628
TEXAS INSTRS INC COM 882508104   4,254,472 26,756 SH   SOLE   0 0 26,756
TRAVELERS COMPANIES INC COM 89417E109   5,945,301 36,405 SH   SOLE   0 0 36,405
UNITEDHEALTH GROUP INC COM 91324P102   485,535 963 SH   SOLE   0 0 963
VULCAN MATLS CO COM 929160109   4,937,369 24,440 SH   SOLE   0 0 24,440
WASTE MGMT INC DEL COM 94106L109   6,029,612 39,554 SH   SOLE   0 0 39,554
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   5,540,715 23,425 SH   SOLE   0 0 23,425